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Simply put, more Americans struggle with basic financial literacy than they'd like to admit. Not to mention, finances tend to be a taboo subject among friends, family and colleagues. It’s time that changed. Take control of your financial future through education. Join us for a free financial literacy workshop focused on Near Retirement Strategies.Presented by Lou Martinez, MBA of Alpine Family Financial, this session will explore how in the face of the unexpected, making changes to your retirement plan can help provide a more positive outcome, increase your nest egg, and put you in a stronger financial position.
This is a hybrid program. Join us at the Medford library in person, or via Zoom webinar. Please register to receive the webinar link.
R. Lou Martinez is the Founder and Financial Advisor behind Alpine Family Financial, which provides personalized financial guidance to individuals, families, and small business owners. Services include financial planning and consulting, retirement planning, life insurance, and investment management.
Built on an education-forward, community-focused approach, the firm is committed to making financial security accessible to everyone—helping clients protect their families, grow their wealth, and plan confidently for the future. The practice also supports business owners with strategic planning in key areas such as retirement plans, employee retention, and succession planning.
R. Lou Martinez is a Registered Representative and Investment Adviser Representative of, and securities and investment advisory services are offered solely by Equity Services, Inc. (ESI), Member FINRA/SIPC, 20 Executive Park, Suite 190, Irvine, CA 92614, 949-328-1048. Alpine Family Financial is independent of ESI. R. Lou Martinez is licensed to sell securities in CA, CT, FL, GA, IL, MD, MI, NJ, NY, NC, OH, OR, PA, TX, VT, VA and insurance-licensed in CA and OR. TC9075678(0826)
More info here: https://jcls.libcal.com/event/17358220
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Event venue
Jackson County Library Services - Oregon (Medford Branch), 205 South Central Avenue,Medford, Oregon, United States
Tickets
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